Fund HoldingsChoate Investment Advisors

Total Portfolio Value
$4.16B
Total Bought
$386.95M
Total Sold
$111.90M
Net Transaction
+$275.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD INDEX FDS0428,294+428,2940113,1252.72%+113,125
ISHARES TR2,756,6352,818,522+61,8871,590,0821,659,20839.89%+69,125
AMAZON COM INC(AMZN)0449,192+449,192098,5722.37%+98,572
APPLE INC(AAPL)566,074596,564+30,490131,895149,3783.59%+17,483
ALPHABET INC(GOOG)0320,589+320,589060,6921.46%+60,692
MSCI INC(MSCI)5,39918,098+12,6993,18210,8590.26%+7,677
DISNEY WALT CO(DIS)82,093136,622+54,5297,89715,2130.37%+7,316
FISERV INC(FISV)158,109172,655+14,54628,44635,4750.85%+7,030
ALPHABET INC(GOOG)0223,813+223,813042,6301.02%+42,630
ETFS GOLD TR(SGOL)0267,482+267,48206,7000.16%+6,700
JPMORGAN CHASE & CO.(JPM)112,907125,712+12,80523,80830,1340.72%+6,327
PROGRESSIVE CORP(PGR)26,63354,669+28,0366,79413,0990.31%+6,305
TAIWAN SEMICONDUCTOR MFG LTD(TSM)87,157103,376+16,21915,16920,4160.49%+5,247
WALMART INC(WMT)278,516301,477+22,96122,50327,2500.66%+4,746
MASTERCARD INCORPORATED(MA)40,62847,040+6,41220,06224,7700.60%+4,708
VISA INC(V)103,002103,770+76828,33132,8180.79%+4,487
ADOBE INC(ADBE)22,19934,974+12,77511,55415,5520.37%+3,998
TJX COS INC NEW(TJX)202,794229,007+26,21323,85527,6720.67%+3,817
ABBOTT LABS178,536206,650+28,11420,35523,3740.56%+3,019
BLACKROCK INC(BLK)02,813+2,81302,8840.07%+2,884
NVIDIA CORPORATION(NVDA)0721,061+721,061096,7922.33%+96,792
BROADCOM INC(AVGO)25,04728,497+3,4504,3216,6070.16%+2,286
TESLA INC(TSLA)10,50112,363+1,8622,7474,9930.12%+2,245
AUTOMATIC DATA PROCESSING IN38,24543,536+5,29110,58412,7450.31%+2,161
WASTE CONNECTIONS INC(WCN)82,52497,862+15,33814,76716,8010.40%+2,034
SPDR S&P 500 ETF TR(SPY)91,39092,297+90752,43654,0941.30%+1,658
META PLATFORMS INC(META)26,41228,433+2,02115,11916,6480.40%+1,529
COSTCO WHSL CORP NEW(COST)8,2279,356+1,1297,2938,5730.21%+1,279
VANGUARD INDEX FDS95,98196,096+11550,64651,7781.24%+1,131
FEDEX CORP(FDX)04,007+4,00701,1270.03%+1,127
MCDONALDS CORP(MCD)22,96827,978+5,0106,9948,1110.19%+1,117
CISCO SYS INC(CSCO)117,689123,590+5,9016,2637,3170.18%+1,053
EOG RES INC(EOG)61,77270,283+8,5117,5948,6150.21%+1,022
NETFLIX INC(NFLX)02,922+2,92202,6040.06%+2,604
ISHARES TR07,760+7,76009840.02%+984
HILTON WORLDWIDE HLDGS INC(HLT)014,403+14,40303,5600.09%+3,560
AMERIPRISE FINL INC(AMP)014,072+14,07207,4920.18%+7,492
LAM RESEARCH CORP(LRCX)013,002+13,00209390.02%+939
WELLS FARGO CO NEW(WFC)046,347+46,34703,2550.08%+3,255
PALO ALTO NETWORKS INC(PANW)012,506+12,50602,2760.05%+2,276
ISHARES TR036,660+36,660014,7220.35%+14,722
BLACKSTONE INC(BX)13,78916,842+3,0532,1122,9040.07%+792
MICROSOFT CORP(MSFT)0305,058+305,0580128,6013.09%+128,601
LINDE PLC(LIN)24,48529,510+5,02511,68112,3580.30%+677
VANGUARD INDEX FDS97,88597,885027,71728,3680.68%+651
SALESFORCE INC(CRM)05,342+5,34201,7860.04%+1,786
BOOKING HOLDINGS INC(BKNG)0236+23601,1730.03%+1,173
EMERSON ELEC CO(EMR)091,262+91,262011,3100.27%+11,310
TE CONNECTIVITY PLC(TEL)04,450+4,45006360.02%+636
SHOPIFY INC(SHOP)05,577+5,57705930.01%+593
HONEYWELL INTL INC(HON)48,27546,776-1,4999,97910,5650.25%+586
BANK AMERICA CORP063,756+63,75602,8020.07%+2,802
INVESCO QQQ TR024,137+24,137012,3400.30%+12,340
UNITED RENTALS INC(URI)0796+79605610.01%+561
PHILIP MORRIS INTL INC(PM)08,214+8,21409890.02%+989
DUKE ENERGY CORP NEW(DUK)04,988+4,98805370.01%+537
ARISTA NETWORKS INC(ANET)04,833+4,83305340.01%+534
ISHARES TR08,824+8,82401,9500.05%+1,950
GOLDMAN SACHS GROUP INC(GS)03,558+3,55802,0370.05%+2,037
INTUITIVE SURGICAL INC02,370+2,37001,2370.03%+1,237
ENTERPRISE PRODS PARTNERS L(EPD)0304,621+304,62109,5570.23%+9,557
GE VERNOVA INC(GEV)03,975+3,97501,3070.03%+1,307
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
012,000+12,00004840.01%+484
ISHARES TR03,719+3,71904810.01%+481
KIMBERLY-CLARK CORP(KMB)05,360+5,36007020.02%+702
SAP SE(SAP)01,763+1,76304340.01%+434
AMERICAN ELEC PWR CO INC04,545+4,54504190.01%+419
VANGUARD INDEX FDS01,474+1,47404130.01%+413
SPDR S&P MIDCAP 400 ETF TR(MDY)02,487+2,48701,4170.03%+1,417
MORGAN STANLEY(MS)011,029+11,02901,3870.03%+1,387
ORACLE CORP(ORCL)35,44938,282+2,8336,0416,3790.15%+339
ACCENTURE PLC IRELAND
SHS CLASS A
12,42713,444+1,0174,3934,7290.11%+337
STRYKER CORPORATION(SYK)010,763+10,76303,8750.09%+3,875
TOYOTA MOTOR CORP(TM)01,649+1,64903210.01%+321
VANGUARD INTL EQUITY INDEX F76,50880,656+4,1489,1589,4750.23%+317
VANGUARD INDEX FDS013,281+13,28105,4510.13%+5,451
SELECT SECTOR SPDR TR
ST STR DISCR ETF
07,558+7,55801,6960.04%+1,696
FORTIVE CORP(FTV)03,987+3,98702990.01%+299
HSBC HLDGS PLC(HSBC)05,931+5,93102930.01%+293
PRICE T ROWE GROUP INC(TROW)02,556+2,55602890.01%+289
BOEING CO(BA)09,507+9,50701,6830.04%+1,683
ISHARES TR180,260184,725+4,46511,23411,5100.28%+276
KKR & CO INC(KKR)13,72313,956+2331,7922,0640.05%+272
GALLAGHER ARTHUR J & CO(AJG)02,396+2,39606800.02%+680
ALTRIA GROUP INC(MO)012,389+12,38906480.02%+648
SOUTHERN CO(SO)03,164+3,16402600.01%+260
WASTE MGMT INC DEL(WM)06,957+6,95701,4040.03%+1,404
HOME DEPOT INC(HD)132,193138,312+6,11953,56253,8151.29%+253
SPDR SER TR
ST STR P500GRW
02,861+2,86102510.01%+251
DOVER CORP(DOV)09,831+9,83101,8440.04%+1,844
WABTEC(WAB)01,299+1,29902460.01%+246
GLOBANT S A
COM
01,143+1,14302450.01%+245
SHELL PLC(SHEL)07,500+7,50004700.01%+470
EPAM SYS INC(EPAM)01,042+1,04202440.01%+244
MCKESSON CORP(MCK)02,361+2,36101,3460.03%+1,346
DIGITAL RLTY TR INC(DLR)01,328+1,32802350.01%+235
SERVICENOW INC(NOW)0827+82708770.02%+877
SCHWAB CHARLES CORP(SCHW)036,092+36,09202,6710.06%+2,671
SPDR SER TR
ST STR SP600GRWO
02,564+2,56402320.01%+232
ROYAL BK CDA(RY)01,905+1,90502300.01%+230
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